Presentation: Strategic Growth Path Where we are today.

SCG’s platform, and growth vision.

Asian Investment Conference

Hong KongMarch 19 - 20, 2018

P. 2

Where We Are Today

SCG’s Platform and Growth Vision

SCG’s Strategic Growth Path

P. 3

SCG Financials

0

100,000

200,000

300,000

400,000

500,000

FY2016 FY2017

MB

423,442450,921

Revenue from Sales

87,68785,636

10,129 16,444

0

20,000

40,000

60,000

80,000

100,000

120,000

FY2016 FY2017

Dividend

EBITDA

from

Operations

MB

EBITDA97,816

102,080

EBITDA 21% 19%

Margin:

EBITDA

38,15136,829

17,93318,212

0

10,000

20,000

30,000

40,000

50,000

60,000

FY2016 FY2017

MB

EPS: 46.7 45.9

Profit for the Period

55,04156,084

Sub.

Eq Inc.Eq Inc.

Sub.

P. 4

Assets

573,412 MB

TH75%

ID9%

VN8%

KH2%

MM2%

LA2%

PH1%

Others1%

Revenue from Sales

450,921 MB

FY2017 Segments

Cement-

Building Materials

36%

Packaging

18%

Chemicals

46%

Net Profit

55,041 MB

Chemicals

Equity Income

27%

Chemicals

Subsidiaries

49%

Cement-

Building Materials

13%Packaging

8%Others

3%

P. 5

Cement – Building Materials:

Ceramic tiles (Prime Group)

Packaging:

Box Plants

Cement – Building Materials:

Cement Plants

Ceramic tiles (Prime Group)

Highlight of Vietnam PresenceAssets of +$7 Billion upon completion of LSP, versus $1.5 Billion in 2017.

Cement – Building Materials:

White Cement (Buu Long)

RMC (Ready-mixed concrete) Concrete Products

Chemicals:

Long Son Petrochemicals

PVC (TPC Vina)

PVC pipe & fiting (Binh Minh)

Packaging:

Packaging paper (VKPC)

Box plants

Flexible packaging plant

P. 6

Visibility for Chemicals Business Extends to 2022Extended peak

85%

90%

95%

2017 2018 2019 2020 2021 2022

Operating Rates - World Ethylene

0

1

2

3

4

5

6

2017 2018 2019 2020 2021 2022

Supply Growth - World Ethylene…vs 3-4% demand growth

5-6 MT shale cracker starts

80%

85%

90%

95%

2017 2018 2019 2020 2021 2022

World Propylene Operating Rates %

0

1

2

3

4

5

6

2017 2018 2019 2020 2021 2022

World Propylene Supply Growth…vs demand growth avg of 4-5 %%

Supply Growth – World Propylene…vs 4-5% demand growth

Operating Rates – World Propylene

%

%

%

%

%

%

%

%

%

%

Extended peak

2017 to 2022

Extended peak

2017 to 2022

P. 7

Where We Are Today

SCG’s Platform and Growth Vision

SCG’s Strategic Growth Path

P. 8

Roadmap to Growth

Chemicals Globally competitive, with ASEAN focus.

Vietnam: LSP Complex ($5.4 billion).

Indonesia: Chandra Asri’s #2 cracker study.

Thailand: Moving up the value chain with HVA.

Cement - Building Materials ASEAN: Defendable positions via the integrated RMC business model.

Indonesia and CLMV: High growth markets, with decreased oversupply, and

enhanced pricing.

Asset light focused: Launched in Thailand are logistics for e-commerce,

installation services, and home living products retails stores.

Packaging Geographical growth in ASEAN through acquisition.

Growth of products and offerings through acquisition.

Applications & Solutions: Food and E-commerce packaging.

P. 9

SCG Chemicals

Globally competitive, and ASEAN focused.

FutureVietnam: LSP cracker (4.5 yr construction)

Indonesia: CAP #2 cracker (study phase)

2011Indonesia: CAP #1 cracker (30% stake)

40% debottleneck in Q4, 2015

2010Thailand: #2 cracker (MOC)

1999Thailand: #1 cracker (ROC)

1983Thailand: SCC enters chemicals

downstream business

P. 10

LSP site

4.5 year construction and $5.4 billion.

Vietnam’s first chemicals complex, as

imports amount to 2.5 million ton PE/PP.

LSP is competitive with…

Flexible feedstocks

Economies of scale

Downstream integration

70% capacity growth in PE / PP for SCG.

Upon start-up:

Long Son Petrochemicals (LSP) project in Vietnam

P. 11

Asset light projects in logistics

Small Parcel Express Delivery

JV with Yamato Asia (‘Black Cat’) for small parcel

home delivery.

Cold Chain

JV with Nichirei Logistics for Temperature-

controlled logistics.

The 10,500 square meters warehouse is strategically located at

Teparak Rd (km.22,), with proximity to the Inland Container

Depot and is 103 km. from the Laemchabang sea port. 20182017

Nationwide

P. 12

Roofing installation servicesCombining products and services

“TOP HAT”

roofing solutionsPackage Attributes

• Convenience

• Confidence in product

• Warrantee provided

• Competitive package

P. 13

R&D & Innovation Spending

2018 Beyond

Digital + Innovations

FY2017 HVA % of Sales: 39%

R&D Spending on Sales (%): 0.9%

R&D and Product Design Team: 1,645

(116 PhD)

R&D Spending & Innovation Segments

(FY2017)

40370

720 880 921 1,1111,430

2,068

2,710

3,510

4,350 4,178

0

1,000

2,000

3,000

4,000

5,000

2004 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

MB

P. 14

Chemicals

Corporate

Global innovation network

Corporate Technology Office

Global R&D Network

• +38 Universities

• +33 Research Inst.• +140 Industry partners

R&D and InnovationsCollaboration Efforts

Cement-Building Materials

SCG Experience

Joining Global cement &

concrete consortium

Habitat & living solutions

The NEST

Packaging Co-creation with customers E-Commerce Packaging

Food Safety Packaging

P. 15

Packaging businessFocused towards the total packaging solutions

Upstream

(Substrate)

Downstream

(Solutions)Display Packaging Logistics Packaging

Total Packaging Solutions

Plastic Packaging

- Flexible

- Rigid

Fiber Packaging:

- Food packaging

- Pulp mold

Primary Packaging Solutions

- Micro flute packaging

- Folding carton

- Corrugated box

- Logistics material

- E-Commerce packaging

Pulp / Paper

(Food grade)

Film

Packaging Paper

P. 16

Solid Performance Record

P. 17

Thank You

For further details, please contact invest@scg.com